FITIX vs. FTSIX
Compare and contrast key facts about Fidelity Advisor Mid Cap II Fund Class M (FITIX) and Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX).
FITIX is managed by Fidelity. It was launched on Aug 12, 2004. FTSIX is managed by Fuller & Thaler Asset Mgmt. It was launched on Dec 26, 2018.
Performance
FITIX vs. FTSIX - Performance Comparison
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FITIX vs. FTSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FITIX Fidelity Advisor Mid Cap II Fund Class M | 1.16% | 11.29% | 22.41% | 14.40% | -15.22% | 24.61% | 18.05% | 23.04% |
FTSIX Fuller & Thaler Behavioral Small-Mid Core Equity Fund | 3.61% | 6.04% | 11.86% | 18.52% | -17.63% | 25.29% | 19.19% | 26.72% |
Returns By Period
In the year-to-date period, FITIX achieves a 1.16% return, which is significantly lower than FTSIX's 3.61% return.
FITIX
- 1D
- -1.46%
- 1M
- -8.88%
- YTD
- 1.16%
- 6M
- 5.29%
- 1Y
- 21.13%
- 3Y*
- 15.20%
- 5Y*
- 8.50%
- 10Y*
- 11.01%
FTSIX
- 1D
- -0.79%
- 1M
- -6.26%
- YTD
- 3.61%
- 6M
- 6.00%
- 1Y
- 15.31%
- 3Y*
- 10.74%
- 5Y*
- 5.15%
- 10Y*
- —
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FITIX vs. FTSIX - Expense Ratio Comparison
FITIX has a 1.25% expense ratio, which is lower than FTSIX's 2.69% expense ratio.
Return for Risk
FITIX vs. FTSIX — Risk / Return Rank
FITIX
FTSIX
FITIX vs. FTSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Mid Cap II Fund Class M (FITIX) and Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FITIX | FTSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.80 | +0.17 |
Sortino ratioReturn per unit of downside risk | 1.42 | 1.27 | +0.16 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.17 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.27 | 1.06 | +0.21 |
Martin ratioReturn relative to average drawdown | 5.59 | 4.30 | +1.29 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FITIX | FTSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.80 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.42 | 0.27 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.51 | -0.02 |
Correlation
The correlation between FITIX and FTSIX is 0.94, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FITIX vs. FTSIX - Dividend Comparison
FITIX's dividend yield for the trailing twelve months is around 7.35%, more than FTSIX's 0.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FITIX Fidelity Advisor Mid Cap II Fund Class M | 7.35% | 10.82% | 11.68% | 2.52% | 5.82% | 19.35% | 1.01% | 3.07% | 10.58% | 7.57% | 9.20% | 4.84% |
FTSIX Fuller & Thaler Behavioral Small-Mid Core Equity Fund | 0.62% | 0.64% | 0.84% | 0.85% | 0.95% | 5.50% | 0.35% | 2.16% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FITIX vs. FTSIX - Drawdown Comparison
The maximum FITIX drawdown since its inception was -53.22%, which is greater than FTSIX's maximum drawdown of -42.12%. Use the drawdown chart below to compare losses from any high point for FITIX and FTSIX.
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Drawdown Indicators
| FITIX | FTSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.22% | -42.12% | -11.10% |
Max Drawdown (1Y)Largest decline over 1 year | -14.86% | -13.29% | -1.57% |
Max Drawdown (5Y)Largest decline over 5 years | -25.10% | -27.57% | +2.47% |
Max Drawdown (10Y)Largest decline over 10 years | -42.59% | — | — |
Current DrawdownCurrent decline from peak | -9.87% | -6.80% | -3.07% |
Average DrawdownAverage peak-to-trough decline | -8.11% | -7.80% | -0.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.37% | 3.27% | +0.10% |
Volatility
FITIX vs. FTSIX - Volatility Comparison
Fidelity Advisor Mid Cap II Fund Class M (FITIX) has a higher volatility of 7.69% compared to Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX) at 5.08%. This indicates that FITIX's price experiences larger fluctuations and is considered to be riskier than FTSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FITIX | FTSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.69% | 5.08% | +2.61% |
Volatility (6M)Calculated over the trailing 6-month period | 13.44% | 11.04% | +2.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.10% | 20.05% | +2.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.45% | 19.10% | +1.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.05% | 23.47% | -2.42% |